The Regional Claims Centre of Excellence of this national broking house handles a wide variety of losses on behalf of colleagues based from a number of offices across Yorkshire. As such, it is a highly visible role, where your successes will be obvious to a range of stakeholders and you will benefit from a variety of opportunities for progression. Due to the continued acquisition of quality accounts across the region, the need has arisen to appoint several Claims Handlers - both experienced Cross-Class Commercial Claims Handlers to join in a more senior capacity, as well as Junior Commercial Claims Handlers who may have previously only dealt with say, Motor or Property claims. Recognising that a robust claims function is essential for fulfilling its commitment to clients, this broker has invested significantly in the Claims Department - from the appointment of some of the region's most gifted Claims Handlers, through to delivering bespoke training and using state of the art technology. The Claims Department also benefits from a team of Claims Administrators who do a lot of the basic work, freeing up the time of Claims Handlers to focus on what they do best - delivering superb client outcomes in the event of a loss. You will initially be allocated a portfolio of claims that reflects your prior exposure to different losses, and less-experienced colleagues will be trained to deal with a wide variety of claims such as Property, Liability, Fleet, CAR, Cyber and Financial Lines. As mentioned above, we welcome applications from Claims Handlers at all levels of experience, including those from broker, insurer, adjusting and legal backgrounds. You must have a genuine passion for delivering excellent client service and pride yourself on your ability to deliver the best claims settlement possible. You must also have excellent communication skills, the ability to have difficult conversations with a variety of stakeholders of all levels of seniority, as well as solid negotiation skills. You must also be analytical, with excellent problem-solving skills, and the ability to see possible solutions to claims scenarios that may pass others by. This broker is based in North Leeds with plenty of parking nearby, close to major public transport, and within an easy walk of local amenities. It operates a hybrid-working model, where you will be welcome to work from home 2-3 days per week. In return, you will receive a generous basic salary, a quarterly bonus and generous benefits package, as well as support towards professional qualifications under the Chartered Insurance Institute. For the ambitious, it is worth noting that this firm is enjoying a significant period of growth (both organic and as a result of complimentary acquisitions). As such, there will be opportunities for your role to be expanded to include a variety of duties such as management, or specialising in certain kinds of claims. Aston Charles - a personalised service from industry experts General Insurance and Financial Services Recruitment For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website
Mar 20, 2026
Full time
The Regional Claims Centre of Excellence of this national broking house handles a wide variety of losses on behalf of colleagues based from a number of offices across Yorkshire. As such, it is a highly visible role, where your successes will be obvious to a range of stakeholders and you will benefit from a variety of opportunities for progression. Due to the continued acquisition of quality accounts across the region, the need has arisen to appoint several Claims Handlers - both experienced Cross-Class Commercial Claims Handlers to join in a more senior capacity, as well as Junior Commercial Claims Handlers who may have previously only dealt with say, Motor or Property claims. Recognising that a robust claims function is essential for fulfilling its commitment to clients, this broker has invested significantly in the Claims Department - from the appointment of some of the region's most gifted Claims Handlers, through to delivering bespoke training and using state of the art technology. The Claims Department also benefits from a team of Claims Administrators who do a lot of the basic work, freeing up the time of Claims Handlers to focus on what they do best - delivering superb client outcomes in the event of a loss. You will initially be allocated a portfolio of claims that reflects your prior exposure to different losses, and less-experienced colleagues will be trained to deal with a wide variety of claims such as Property, Liability, Fleet, CAR, Cyber and Financial Lines. As mentioned above, we welcome applications from Claims Handlers at all levels of experience, including those from broker, insurer, adjusting and legal backgrounds. You must have a genuine passion for delivering excellent client service and pride yourself on your ability to deliver the best claims settlement possible. You must also have excellent communication skills, the ability to have difficult conversations with a variety of stakeholders of all levels of seniority, as well as solid negotiation skills. You must also be analytical, with excellent problem-solving skills, and the ability to see possible solutions to claims scenarios that may pass others by. This broker is based in North Leeds with plenty of parking nearby, close to major public transport, and within an easy walk of local amenities. It operates a hybrid-working model, where you will be welcome to work from home 2-3 days per week. In return, you will receive a generous basic salary, a quarterly bonus and generous benefits package, as well as support towards professional qualifications under the Chartered Insurance Institute. For the ambitious, it is worth noting that this firm is enjoying a significant period of growth (both organic and as a result of complimentary acquisitions). As such, there will be opportunities for your role to be expanded to include a variety of duties such as management, or specialising in certain kinds of claims. Aston Charles - a personalised service from industry experts General Insurance and Financial Services Recruitment For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website
The Regional Claims Centre of Excellence of this national broking house handles a wide variety of losses on behalf of colleagues based from a number of offices across Yorkshire. As such, it is a highly visible role, where your successes will be obvious to a range of stakeholders and you will benefit from a variety of opportunities for progression. Due to the continued acquisition of quality accounts across the region, the need has arisen to appoint several Claims Handlers - both experienced Cross-Class Commercial Claims Handlers to join in a more senior capacity, as well as Junior Commercial Claims Handlers who may have previously only dealt with say, Motor or Property claims. Recognising that a robust claims function is essential for fulfilling its commitment to clients, this broker has invested significantly in the Claims Department - from the appointment of some of the region's most gifted Claims Handlers, through to delivering bespoke training and using state of the art technology. The Claims Department also benefits from a team of Claims Administrators who do a lot of the basic work, freeing up the time of Claims Handlers to focus on what they do best - delivering superb client outcomes in the event of a loss. You will initially be allocated a portfolio of claims that reflects your prior exposure to different losses, and less-experienced colleagues will be trained to deal with a wide variety of claims such as Property, Liability, Fleet, CAR, Cyber and Financial Lines. As mentioned above, we welcome applications from Claims Handlers at all levels of experience, including those from broker, insurer, adjusting and legal backgrounds. You must have a genuine passion for delivering excellent client service and pride yourself on your ability to deliver the best claims settlement possible. You must also have excellent communication skills, the ability to have difficult conversations with a variety of stakeholders of all levels of seniority, as well as solid negotiation skills. You must also be analytical, with excellent problem-solving skills, and the ability to see possible solutions to claims scenarios that may pass others by. This broker is based in North Leeds with plenty of parking nearby, close to major public transport, and within an easy walk of local amenities. It operates a hybrid-working model, where you will be welcome to work from home 2-3 days per week. In return, you will receive a generous basic salary, a quarterly bonus and generous benefits package, as well as support towards professional qualifications under the Chartered Insurance Institute. For the ambitious, it is worth noting that this firm is enjoying a significant period of growth (both organic and as a result of complimentary acquisitions). As such, there will be opportunities for your role to be expanded to include a variety of duties such as management, or specialising in certain kinds of claims. Aston Charles - a personalised service from industry experts General Insurance and Financial Services Recruitment For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website
Mar 20, 2026
Full time
The Regional Claims Centre of Excellence of this national broking house handles a wide variety of losses on behalf of colleagues based from a number of offices across Yorkshire. As such, it is a highly visible role, where your successes will be obvious to a range of stakeholders and you will benefit from a variety of opportunities for progression. Due to the continued acquisition of quality accounts across the region, the need has arisen to appoint several Claims Handlers - both experienced Cross-Class Commercial Claims Handlers to join in a more senior capacity, as well as Junior Commercial Claims Handlers who may have previously only dealt with say, Motor or Property claims. Recognising that a robust claims function is essential for fulfilling its commitment to clients, this broker has invested significantly in the Claims Department - from the appointment of some of the region's most gifted Claims Handlers, through to delivering bespoke training and using state of the art technology. The Claims Department also benefits from a team of Claims Administrators who do a lot of the basic work, freeing up the time of Claims Handlers to focus on what they do best - delivering superb client outcomes in the event of a loss. You will initially be allocated a portfolio of claims that reflects your prior exposure to different losses, and less-experienced colleagues will be trained to deal with a wide variety of claims such as Property, Liability, Fleet, CAR, Cyber and Financial Lines. As mentioned above, we welcome applications from Claims Handlers at all levels of experience, including those from broker, insurer, adjusting and legal backgrounds. You must have a genuine passion for delivering excellent client service and pride yourself on your ability to deliver the best claims settlement possible. You must also have excellent communication skills, the ability to have difficult conversations with a variety of stakeholders of all levels of seniority, as well as solid negotiation skills. You must also be analytical, with excellent problem-solving skills, and the ability to see possible solutions to claims scenarios that may pass others by. This broker is based in North Leeds with plenty of parking nearby, close to major public transport, and within an easy walk of local amenities. It operates a hybrid-working model, where you will be welcome to work from home 2-3 days per week. In return, you will receive a generous basic salary, a quarterly bonus and generous benefits package, as well as support towards professional qualifications under the Chartered Insurance Institute. For the ambitious, it is worth noting that this firm is enjoying a significant period of growth (both organic and as a result of complimentary acquisitions). As such, there will be opportunities for your role to be expanded to include a variety of duties such as management, or specialising in certain kinds of claims. Aston Charles - a personalised service from industry experts General Insurance and Financial Services Recruitment For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website
About the Role An established and highly reputable advisory firm is seeking an Insolvency Administrator to join a growing team. This is an excellent opportunity for an experienced insolvency professional who is looking to broaden their corporate case exposure and progress within a supportive, high-performing environment. You will be responsible for handling a varied portfolio of corporate insolvency cases, including CVLs, MVLs, Administrations , and other formal appointments. The role offers strong development opportunities, direct exposure to senior staff, and a structured progression path. Key Responsibilities Managing a range of corporate insolvency cases from appointment through to closure Preparing statutory reports, creditor updates, notices and decision procedure documentation Reviewing financial information to support investigations, asset realisation and distributions Liaising with directors, creditors, solicitors, agents, and other stakeholders Handling creditor claims and maintaining accurate, compliant case files Conducting AML/KYC checks in line with regulatory requirements Drafting correspondence, progress reports, proposals and supporting documents Using IPS or similar case-management software to produce documents and monitor case milestones Supporting senior team members with complex cases and project-based tasks About You Experience in corporate insolvency administration is essential (2+ years) Strong understanding of insolvency legislation, SIPs and regulatory requirements Confident interpreting financial data and statutory documentation Excellent communication skills, with the ability to manage multiple stakeholders Strong organisational skills and ability to manage competing deadlines Experience using IPS or similar systems is desirable Proactive, detail-oriented and eager to develop professionally Benefits A competitive benefits package is offered, including: Core Benefits 25 days' holiday Life cover (4 salary) Auto-enrolment pension (5% employer / 5% employee) Employee Assistance Programme - free 24/7 confidential support Flexible / Enhanced Benefits Private medical Cash Plan - support for dental, optical, physio, alternative therapies Cycle to Work scheme Health screening Buy & sell holiday (up to 5 days per year, post-probation) Other Optional Benefits Car leasing Electric car scheme
Mar 20, 2026
Full time
About the Role An established and highly reputable advisory firm is seeking an Insolvency Administrator to join a growing team. This is an excellent opportunity for an experienced insolvency professional who is looking to broaden their corporate case exposure and progress within a supportive, high-performing environment. You will be responsible for handling a varied portfolio of corporate insolvency cases, including CVLs, MVLs, Administrations , and other formal appointments. The role offers strong development opportunities, direct exposure to senior staff, and a structured progression path. Key Responsibilities Managing a range of corporate insolvency cases from appointment through to closure Preparing statutory reports, creditor updates, notices and decision procedure documentation Reviewing financial information to support investigations, asset realisation and distributions Liaising with directors, creditors, solicitors, agents, and other stakeholders Handling creditor claims and maintaining accurate, compliant case files Conducting AML/KYC checks in line with regulatory requirements Drafting correspondence, progress reports, proposals and supporting documents Using IPS or similar case-management software to produce documents and monitor case milestones Supporting senior team members with complex cases and project-based tasks About You Experience in corporate insolvency administration is essential (2+ years) Strong understanding of insolvency legislation, SIPs and regulatory requirements Confident interpreting financial data and statutory documentation Excellent communication skills, with the ability to manage multiple stakeholders Strong organisational skills and ability to manage competing deadlines Experience using IPS or similar systems is desirable Proactive, detail-oriented and eager to develop professionally Benefits A competitive benefits package is offered, including: Core Benefits 25 days' holiday Life cover (4 salary) Auto-enrolment pension (5% employer / 5% employee) Employee Assistance Programme - free 24/7 confidential support Flexible / Enhanced Benefits Private medical Cash Plan - support for dental, optical, physio, alternative therapies Cycle to Work scheme Health screening Buy & sell holiday (up to 5 days per year, post-probation) Other Optional Benefits Car leasing Electric car scheme
We are looking for a CRM & Data Officer to take ownership of HorseWorld s supporter data and CRM system ensuring it is accurate, compliant and actively enabling our fundraising to grow. At HorseWorld, we believe in the power of horses to change lives. For over 70 years, we ve rescued, rehabilitated and rehomed horses, ponies and donkeys in need. Today, that work reaches further through our Discovery programme, we partner rescued horses with children and young people who are struggling in mainstream education, helping them rebuild confidence, connection and a sense of possibility. We are growing our impact, and with that comes the need for strong foundations. Behind every donation, every supporter, every horse and every young person we reach, there is data we must be able to trust. This role sits at the heart of that. The Role This is a pivotal role within our fundraising team. You will be the person who makes sure our systems work, our income is correctly recorded and reconciled, and our data is handled with care and integrity. You will work closely with fundraising and finance colleagues, and with the CEO, to ensure that our data not only meets regulatory requirements, but supports better decisions, stronger relationships and increased income. This is not just about maintaining data. It s about making it useful. Key Responsibilities CRM & Data Management Own and manage HorseWorld s CRM system, ensuring data accuracy, integrity and usability Act as system administrator and lead on any future development or upgrades Produce reports and insights to support fundraising performance and decision-making Support colleagues to use the CRM effectively through guidance and training Data Protection & Compliance Work with the CEO to ensure compliance with GDPR and relevant fundraising regulations Act as a key point of contact for data protection queries and audits Maintain clear processes, documentation and staff understanding of data responsibilities Fundraising Operations & Financial Reconciliation Reconcile all fundraising income through the CRM with the Accounts team on a monthly basis Ensure all income streams (online platforms, standing orders, events, etc.) are accurately recorded and monitored Support fundraising activities and events with data and financial processes Gift Aid Manage and improve Gift Aid processes to ensure efficiency and compliance Submit accurate monthly claims and maintain robust records Ensure readiness for HMRC inspection at all times Lottery Administration Record and monitor lottery income Complete required returns to the Gambling Commission Ensure compliance with all relevant regulatory requirements About You You are someone who takes pride in getting things right. You are naturally organised, detail-focused and comfortable working with data, systems and processes. You understand that accuracy matters not just for compliance, but because it underpins trust, income and impact. You are equally comfortable working independently and as part of a team, and you bring a practical, problem-solving mindset to your work. You don t just keep systems running you look for ways to make them better. Experience & Skills Essential Experience working with CRM systems and managing data accurately and systematically Strong Excel and IT skills Experience in administrative roles involving finance and/or donor data Confidence in reconciling income and producing reports Ability to manage multiple priorities and meet deadlines Strong attention to detail and analytical thinking Desirable Experience in a fundraising or charity environment Knowledge of Gift Aid and charity income processes Experience with Beacon CRM or similar systems Understanding of GDPR and data protection requirements Personal Qualities Aligned with HorseWorld s values: Caring, Collaborative, Proactive, Adaptable, Inclusive A collaborative team player who builds strong working relationships A proactive problem-solver with a can do attitude Comfortable taking ownership and working with minimal supervision Motivated by the impact of our work with horses and young people Why This Role Matters Every donation we receive, every supporter we engage, and every programme we deliver relies on data being accurate, compliant and usable. In this role, your work will directly support: the growth of our fundraising income the strength of our supporter relationships and ultimately, the number of horses and young people we can help It s a role with real responsibility and real impact.
Mar 19, 2026
Full time
We are looking for a CRM & Data Officer to take ownership of HorseWorld s supporter data and CRM system ensuring it is accurate, compliant and actively enabling our fundraising to grow. At HorseWorld, we believe in the power of horses to change lives. For over 70 years, we ve rescued, rehabilitated and rehomed horses, ponies and donkeys in need. Today, that work reaches further through our Discovery programme, we partner rescued horses with children and young people who are struggling in mainstream education, helping them rebuild confidence, connection and a sense of possibility. We are growing our impact, and with that comes the need for strong foundations. Behind every donation, every supporter, every horse and every young person we reach, there is data we must be able to trust. This role sits at the heart of that. The Role This is a pivotal role within our fundraising team. You will be the person who makes sure our systems work, our income is correctly recorded and reconciled, and our data is handled with care and integrity. You will work closely with fundraising and finance colleagues, and with the CEO, to ensure that our data not only meets regulatory requirements, but supports better decisions, stronger relationships and increased income. This is not just about maintaining data. It s about making it useful. Key Responsibilities CRM & Data Management Own and manage HorseWorld s CRM system, ensuring data accuracy, integrity and usability Act as system administrator and lead on any future development or upgrades Produce reports and insights to support fundraising performance and decision-making Support colleagues to use the CRM effectively through guidance and training Data Protection & Compliance Work with the CEO to ensure compliance with GDPR and relevant fundraising regulations Act as a key point of contact for data protection queries and audits Maintain clear processes, documentation and staff understanding of data responsibilities Fundraising Operations & Financial Reconciliation Reconcile all fundraising income through the CRM with the Accounts team on a monthly basis Ensure all income streams (online platforms, standing orders, events, etc.) are accurately recorded and monitored Support fundraising activities and events with data and financial processes Gift Aid Manage and improve Gift Aid processes to ensure efficiency and compliance Submit accurate monthly claims and maintain robust records Ensure readiness for HMRC inspection at all times Lottery Administration Record and monitor lottery income Complete required returns to the Gambling Commission Ensure compliance with all relevant regulatory requirements About You You are someone who takes pride in getting things right. You are naturally organised, detail-focused and comfortable working with data, systems and processes. You understand that accuracy matters not just for compliance, but because it underpins trust, income and impact. You are equally comfortable working independently and as part of a team, and you bring a practical, problem-solving mindset to your work. You don t just keep systems running you look for ways to make them better. Experience & Skills Essential Experience working with CRM systems and managing data accurately and systematically Strong Excel and IT skills Experience in administrative roles involving finance and/or donor data Confidence in reconciling income and producing reports Ability to manage multiple priorities and meet deadlines Strong attention to detail and analytical thinking Desirable Experience in a fundraising or charity environment Knowledge of Gift Aid and charity income processes Experience with Beacon CRM or similar systems Understanding of GDPR and data protection requirements Personal Qualities Aligned with HorseWorld s values: Caring, Collaborative, Proactive, Adaptable, Inclusive A collaborative team player who builds strong working relationships A proactive problem-solver with a can do attitude Comfortable taking ownership and working with minimal supervision Motivated by the impact of our work with horses and young people Why This Role Matters Every donation we receive, every supporter we engage, and every programme we deliver relies on data being accurate, compliant and usable. In this role, your work will directly support: the growth of our fundraising income the strength of our supporter relationships and ultimately, the number of horses and young people we can help It s a role with real responsibility and real impact.
An established and highly respected pensions provider is seeking an experienced New Business Pension Administrator to join its growing technical administration team. Operating for over 25 years, the business works closely with regulated financial advisers across the UK, delivering specialist pension solutions supported by strong technical expertise, innovative technology and a collaborative team culture. This is an excellent opportunity for someone with SIPP administration experience who is looking to join a business where their expertise will be valued and where they can further develop their technical knowledge within the pensions sector. The Opportunity Consider this role as an entry point to their specialist SIPP administration team, supporting advisers and clients by processing new business applications and ensuring pension transactions are completed accurately and efficiently. The role offers exposure to a broad range of pension administration activities and the opportunity to work alongside experienced team members within a supportive and professional environment. You will regularly liaise with financial advisers, investment providers and internal teams, ensuring requests are handled efficiently while maintaining the highest standards of service, accuracy and regulatory compliance. Key Responsibilities: Processing new SIPP business applications from submission through to completion Managing pension transfers and investment applications Processing payments to investment providers and financial advisers Handling investment withdrawals and related pension transactions Completing pension administration tasks including LOAs, FSCS claims, DSARs and agency changes Liaising with financial advisers and clients to resolve queries and provide updates Tracking requests through to completion within service level agreements Supporting wider SIPP administration where required, including property-based pensions Maintaining high standards of accuracy, compliance and risk management Contributing to internal projects and continuous improvements within the administration team What We're Looking For: Minimum 1 years' experience in pensions administration Strong working knowledge of SIPP administration Good understanding of pension rules and investment transactions Strong attention to detail and organisational skills Excellent communication skills with the ability to liaise confidently with advisers and clients Comfortable working with pension calculations and numerical data Proficiency in Microsoft Office, particularly Excel You will also bring a proactive mindset, strong teamwork and a commitment to delivering excellent client service. Why Join? This is an opportunity to join a well-established pension provider where you will work within a collaborative team focused on delivering high-quality service and expertise to advisers and their clients. The business offers a supportive culture, strong technical exposure and opportunities for ongoing professional development within the pensions industry. An attractive salary alongside comprehensive benefits are all available. Hybrid working is fully supported. Please apply to us here at Recruit Wealth for an immediate response.
Mar 19, 2026
Full time
An established and highly respected pensions provider is seeking an experienced New Business Pension Administrator to join its growing technical administration team. Operating for over 25 years, the business works closely with regulated financial advisers across the UK, delivering specialist pension solutions supported by strong technical expertise, innovative technology and a collaborative team culture. This is an excellent opportunity for someone with SIPP administration experience who is looking to join a business where their expertise will be valued and where they can further develop their technical knowledge within the pensions sector. The Opportunity Consider this role as an entry point to their specialist SIPP administration team, supporting advisers and clients by processing new business applications and ensuring pension transactions are completed accurately and efficiently. The role offers exposure to a broad range of pension administration activities and the opportunity to work alongside experienced team members within a supportive and professional environment. You will regularly liaise with financial advisers, investment providers and internal teams, ensuring requests are handled efficiently while maintaining the highest standards of service, accuracy and regulatory compliance. Key Responsibilities: Processing new SIPP business applications from submission through to completion Managing pension transfers and investment applications Processing payments to investment providers and financial advisers Handling investment withdrawals and related pension transactions Completing pension administration tasks including LOAs, FSCS claims, DSARs and agency changes Liaising with financial advisers and clients to resolve queries and provide updates Tracking requests through to completion within service level agreements Supporting wider SIPP administration where required, including property-based pensions Maintaining high standards of accuracy, compliance and risk management Contributing to internal projects and continuous improvements within the administration team What We're Looking For: Minimum 1 years' experience in pensions administration Strong working knowledge of SIPP administration Good understanding of pension rules and investment transactions Strong attention to detail and organisational skills Excellent communication skills with the ability to liaise confidently with advisers and clients Comfortable working with pension calculations and numerical data Proficiency in Microsoft Office, particularly Excel You will also bring a proactive mindset, strong teamwork and a commitment to delivering excellent client service. Why Join? This is an opportunity to join a well-established pension provider where you will work within a collaborative team focused on delivering high-quality service and expertise to advisers and their clients. The business offers a supportive culture, strong technical exposure and opportunities for ongoing professional development within the pensions industry. An attractive salary alongside comprehensive benefits are all available. Hybrid working is fully supported. Please apply to us here at Recruit Wealth for an immediate response.
Employee Benefits Administrator Location: London Salary: £40,000-£45,000 We are a growing, values-led employee benefits and financial services firm working closely with corporate clients to design, implement and administer high-quality workplace benefit solutions. Due to continued growth, we are seeking an experienced Employee Benefits Administrator to support advisers and a portfolio of corporate clients. The Role Working alongside advisers, you will play a key role in overseeing and managing corporate employee benefit arrangements. This is a varied, hands-on position involving the day-to-day administration of pension and non-pension schemes, supporting HR teams and responding to employee queries. The role focuses on the ongoing servicing of workplace benefit arrangements, including renewals, membership changes and provider liaison, ensuring a consistently high level of client service. Key Responsibilities Act as a primary point of contact for corporate client and employee queries Administer joiners and leavers across pension and insurance schemes Request and manage new business and renewal quotations from providers Process new business accurately through the back-office system Manage claims, on-risk matters and pension scheme administration Coordinate annual renewals for insurance schemes and health cash plans Gather and summarise scheme information from providers Support advisers with renewal presentations and recommendation reports Review and issue policy documents, accounts and client invoices Build strong working relationships with HR teams and insurance/pension providers About You You will be an organised and detail-focused administrator with proven experience in employee benefits, who enjoys working in a client-facing role and takes pride in delivering a high standard of service. Key skills and attributes include: Excellent attention to detail and record-keeping skills Strong verbal and written communication Ability to multitask and work effectively under pressure Proactive, with a natural sense of initiative High integrity and discretion when handling confidential information Strong IT skills, including MS Word, Excel and Outlook Confidence building internal and external relationships Experience & Qualifications Proven experience in an employee benefits administration role Good knowledge of insurance products and the wider benefits market Experience using CRM/back-office systems (Intelligent Office desirable) Professional qualifications such as CII RO or GR1 are advantageous What's on Offer Hybrid working between home and London offices Supportive, collaborative working environment Opportunity to develop within a growing employee benefits team Long-term career progression for the right individual
Mar 19, 2026
Full time
Employee Benefits Administrator Location: London Salary: £40,000-£45,000 We are a growing, values-led employee benefits and financial services firm working closely with corporate clients to design, implement and administer high-quality workplace benefit solutions. Due to continued growth, we are seeking an experienced Employee Benefits Administrator to support advisers and a portfolio of corporate clients. The Role Working alongside advisers, you will play a key role in overseeing and managing corporate employee benefit arrangements. This is a varied, hands-on position involving the day-to-day administration of pension and non-pension schemes, supporting HR teams and responding to employee queries. The role focuses on the ongoing servicing of workplace benefit arrangements, including renewals, membership changes and provider liaison, ensuring a consistently high level of client service. Key Responsibilities Act as a primary point of contact for corporate client and employee queries Administer joiners and leavers across pension and insurance schemes Request and manage new business and renewal quotations from providers Process new business accurately through the back-office system Manage claims, on-risk matters and pension scheme administration Coordinate annual renewals for insurance schemes and health cash plans Gather and summarise scheme information from providers Support advisers with renewal presentations and recommendation reports Review and issue policy documents, accounts and client invoices Build strong working relationships with HR teams and insurance/pension providers About You You will be an organised and detail-focused administrator with proven experience in employee benefits, who enjoys working in a client-facing role and takes pride in delivering a high standard of service. Key skills and attributes include: Excellent attention to detail and record-keeping skills Strong verbal and written communication Ability to multitask and work effectively under pressure Proactive, with a natural sense of initiative High integrity and discretion when handling confidential information Strong IT skills, including MS Word, Excel and Outlook Confidence building internal and external relationships Experience & Qualifications Proven experience in an employee benefits administration role Good knowledge of insurance products and the wider benefits market Experience using CRM/back-office systems (Intelligent Office desirable) Professional qualifications such as CII RO or GR1 are advantageous What's on Offer Hybrid working between home and London offices Supportive, collaborative working environment Opportunity to develop within a growing employee benefits team Long-term career progression for the right individual
Job Title: Employee Benefit Administrator Salary: £45,000-£55,000 (depending on experience) Location: London (Hybrid) Job ID: 10156 About the Role A well-established financial planning boutique is seeking an experienced Employee Benefit Administrator to support advisers in managing corporate client employee benefit schemes. You will join a professional team with a clear focus on delivering high-quality service and strong client outcomes. Your role will include Responding to daily corporate client and employee queries Requesting and processing new business and renewal quotes from providers Administering joiners, leavers, claims, and pension schemes Preparing and summarising scheme details and supporting adviser recommendations Reviewing and issuing policy documents and client accounts Issuing client invoices and maintaining accurate records Supporting adviser-led corporate client reviews and scheme renewals Building and maintaining strong relationships with HR teams and providers Skills and experience required Minimum 2 years' experience in employee benefit administration Strong knowledge of pensions, insurance, and employee benefit processes Experience using back-office systems, ideally iO (Intelligent Office) or similar Professional qualifications such as CII RO or GR1 exams desirable Excellent attention to detail, organisational skills, and ability to multi-task Strong verbal and written communication skills Motivated for growth and interested in new business development Able to manage deadlines effectively and work under pressure Benefits Salary from £45,000, with potential to increase to £55,000 depending on experience Hybrid working with flexible arrangements 25 days annual leave plus bank holidays Private health insurance Pension contributions Opportunities for professional development and career progression About Recruit UK Recruit UK specialise in financial services recruitment across the UK, offering coverage for all levels within financial planning, wealth management, compliance, and technical support. Our commitment to you at Recruit UK Equality, diversity, and inclusion embedded in everything we do Every journey begins with a detailed conversation about you and your future goals Honest feedback on your suitability and position in the current market Access to a wide network across financial planning to source the right fit for you A mindful approach linked to career satisfaction, not only salary UK-wide coverage with a local consultant supporting you No pestering, just clear professional communication
Mar 19, 2026
Full time
Job Title: Employee Benefit Administrator Salary: £45,000-£55,000 (depending on experience) Location: London (Hybrid) Job ID: 10156 About the Role A well-established financial planning boutique is seeking an experienced Employee Benefit Administrator to support advisers in managing corporate client employee benefit schemes. You will join a professional team with a clear focus on delivering high-quality service and strong client outcomes. Your role will include Responding to daily corporate client and employee queries Requesting and processing new business and renewal quotes from providers Administering joiners, leavers, claims, and pension schemes Preparing and summarising scheme details and supporting adviser recommendations Reviewing and issuing policy documents and client accounts Issuing client invoices and maintaining accurate records Supporting adviser-led corporate client reviews and scheme renewals Building and maintaining strong relationships with HR teams and providers Skills and experience required Minimum 2 years' experience in employee benefit administration Strong knowledge of pensions, insurance, and employee benefit processes Experience using back-office systems, ideally iO (Intelligent Office) or similar Professional qualifications such as CII RO or GR1 exams desirable Excellent attention to detail, organisational skills, and ability to multi-task Strong verbal and written communication skills Motivated for growth and interested in new business development Able to manage deadlines effectively and work under pressure Benefits Salary from £45,000, with potential to increase to £55,000 depending on experience Hybrid working with flexible arrangements 25 days annual leave plus bank holidays Private health insurance Pension contributions Opportunities for professional development and career progression About Recruit UK Recruit UK specialise in financial services recruitment across the UK, offering coverage for all levels within financial planning, wealth management, compliance, and technical support. Our commitment to you at Recruit UK Equality, diversity, and inclusion embedded in everything we do Every journey begins with a detailed conversation about you and your future goals Honest feedback on your suitability and position in the current market Access to a wide network across financial planning to source the right fit for you A mindful approach linked to career satisfaction, not only salary UK-wide coverage with a local consultant supporting you No pestering, just clear professional communication
Hybrid working - reporting to Manchester. Clark James Insurance Recruitment are working with a prestigious, leading and established Motor Insurer currently recruiting for an experienced Motor Claims Engineering specialist. In this role you will support the strong oversight of the companies Third-Party Administrator and related suppliers to ensure that engineering services provided to customers are completed to the levels of quality, cost, and compliance standards they would expect. In addition, you will act as a key subject matter expert on technical engineering topics. What you'll do • Designing, implementing, and overseeing a framework of advanced engineering oversight: Establish a framework for providing portfolio-wide oversight of our Third-Party Administrator's engineering activities. Analyse claims-level data on an in-depth basis to identify areas for improvement related specifically to engineering activities. This could include assessment of their Repair network agreements, parts delivery strategies, and other engineering cost strategies. • Providing ongoing technical scrutiny over our TPA's engineering activities: Continually assess the engineering performance of our TPA and its engineering partners and suppliers across a range of Quality, Cost, and Compliance KPIs. Conduct regular case audits and provide secondary oversight checks across Repair works completed on behalf of our customers. • Acting as a technical point of escalation related to engineering topics: Act as a final point of escalation/referral for complex and/or high-value claims as relates to engineering-specific topics. • Acting as an Engineering subject-matter expert to the Platform team: Work alongside Product / Engineering to provide advice and expertise on Engineering-specific areas What we're looking for • Proven experience in a senior technical and/or claims auditing function within motor insurance claims, specifically dealing with engineering oversight • Experience in providing advanced oversight of Repair Networks • Experience dealing with high-value / complex Repairs / Total Loss settlements • Must have experience of using Audatex and Glassmatix estimating systems They are a dynamic and innovative company that offer excellent benefits and working environment. This is a great opportunity for candidates looking for a new challenge in a company that offers security and long-term career prospects. Generous salary and the opportunity to earn bonuses.
Mar 19, 2026
Full time
Hybrid working - reporting to Manchester. Clark James Insurance Recruitment are working with a prestigious, leading and established Motor Insurer currently recruiting for an experienced Motor Claims Engineering specialist. In this role you will support the strong oversight of the companies Third-Party Administrator and related suppliers to ensure that engineering services provided to customers are completed to the levels of quality, cost, and compliance standards they would expect. In addition, you will act as a key subject matter expert on technical engineering topics. What you'll do • Designing, implementing, and overseeing a framework of advanced engineering oversight: Establish a framework for providing portfolio-wide oversight of our Third-Party Administrator's engineering activities. Analyse claims-level data on an in-depth basis to identify areas for improvement related specifically to engineering activities. This could include assessment of their Repair network agreements, parts delivery strategies, and other engineering cost strategies. • Providing ongoing technical scrutiny over our TPA's engineering activities: Continually assess the engineering performance of our TPA and its engineering partners and suppliers across a range of Quality, Cost, and Compliance KPIs. Conduct regular case audits and provide secondary oversight checks across Repair works completed on behalf of our customers. • Acting as a technical point of escalation related to engineering topics: Act as a final point of escalation/referral for complex and/or high-value claims as relates to engineering-specific topics. • Acting as an Engineering subject-matter expert to the Platform team: Work alongside Product / Engineering to provide advice and expertise on Engineering-specific areas What we're looking for • Proven experience in a senior technical and/or claims auditing function within motor insurance claims, specifically dealing with engineering oversight • Experience in providing advanced oversight of Repair Networks • Experience dealing with high-value / complex Repairs / Total Loss settlements • Must have experience of using Audatex and Glassmatix estimating systems They are a dynamic and innovative company that offer excellent benefits and working environment. This is a great opportunity for candidates looking for a new challenge in a company that offers security and long-term career prospects. Generous salary and the opportunity to earn bonuses.
SENIOR CHARTERED SURVEYOR SRVO • £Competitive, aligned to experience • Hybrid - London / South East ROLE OVERVIEW This role is for an MRICS qualified Chartered Surveyor ready to operate with senior authority within a growing consultancy. You will lead complex residential and commercial instructions, acting as a trusted adviser while managing technically demanding projects from inception to completion. You will combine professional judgement, commercial awareness and delivery ownership across multiple live projects. You will operate across building pathology, major works, compliance led reporting and strategic advisory work, contributing directly to client relationships and regional growth, with progression toward Associate level. ROLE EXPECTATIONS You will manage your workload independently, leading projects and deploying junior colleagues where appropriate. You will own client relationships, providing clear advice and commercially balanced recommendations. You will support and develop junior surveyors and APC candidates, strengthening technical standards and team capability. WHAT SUCCESS LOOKS LIKE You'll be successful in this role if: You lead multiple live projects while maintaining technical and commercial control Your advice is trusted and influences client decisions You manage risk effectively across contract administration and compliance instructions You strengthen client relationships and identify further opportunities You contribute positively to team development and mentoring HOW YOU'LL SPEND MOST OF YOUR TIME Most weeks, you'll be: Acting as Project Manager and Contract Administrator on refurbishment and major works projects typically ranging from £50k to £3m+ Preparing specifications, tender documentation and administering JCT contracts Providing advice on complex building defects and construction issues Preparing Planned Preventative Maintenance reports and lifecycle cost advice Undertaking reinstatement cost assessments and pre acquisition surveys Completing Building Height Surveys and Building Safety Act related reporting Preparing Schedules of Dilapidations and negotiating claims Acting as Principal Designer including PCI preparation and oversight of H&S documentation Monitoring development works on behalf of landlords, managing agents and funders Mentoring junior surveyors and APC candidates You will work in a hybrid way, balancing home working, site inspections and office collaboration. WHO THIS ROLE IS FOR This role suits someone who: Is MRICS qualified with 2+ years PQE Has strong technical knowledge across construction technology and building pathology Has experience administering projects under JCT contracts Is confident operating autonomously in a hybrid environment Is motivated by progression toward Associate level Holds a full clean UK driving licence and can travel as required EXPERIENCE THAT HELPS Experience across residential and mixed use portfolios Experience acting as Principal Designer under CDM Regulations Experience delivering Building Safety Act surveys and reporting Strong report writing and client communication skills Experience mentoring junior surveyors or APC candidates AutoCAD capability is advantageous WHAT WE OFFER Competitive salary aligned to experience Discretionary bonus Hybrid and flexible working 25 days holiday plus bank holidays Private medical insurance, life assurance and enhanced family leave Fully funded training and professional development Pension scheme and employee assistance programme Employee referral scheme Discounts across travel, retail, fitness and entertainment You'll also benefit from a senior environment where you are trusted to manage your workload professionally, supported by experienced Directors, and given the tools and backing to deliver high-quality work without unnecessary bureaucracy. ABOUT SRVO SRVO is a Chartered Surveying and Property Consultancy delivering building surveying, project and consultancy services across the UK. We work across both commercial and residential sectors and have built a strong reputation through long-standing client relationships, technically robust delivery and a practical approach to problem solving. Our mission is to transform the property landscape with safe and sustainable solutions. As part of the Odevo Group, SRVO combines the agility and expertise of a specialist consultancy with the stability, scale and long-term investment of a wider group. We set our people up to succeed through the right tools, technology and support, alongside clear development pathways and an environment where wellbeing is genuinely prioritised. HOW WE HIRE Initial conversation with our talent team Interview focused on technical experience, judgement and approach We aim to complete the process within two to three weeks and communicate clearly throughout. INTERESTED? Apply with your CV. All applicants must be eligible to live and work in the UK. Documentary evidence of eligibility will be required. A full, clean UK driving licence is essential for this role. Appointment is subject to a valid DBS check and CSCS card or willingness to obtain.
Mar 19, 2026
Full time
SENIOR CHARTERED SURVEYOR SRVO • £Competitive, aligned to experience • Hybrid - London / South East ROLE OVERVIEW This role is for an MRICS qualified Chartered Surveyor ready to operate with senior authority within a growing consultancy. You will lead complex residential and commercial instructions, acting as a trusted adviser while managing technically demanding projects from inception to completion. You will combine professional judgement, commercial awareness and delivery ownership across multiple live projects. You will operate across building pathology, major works, compliance led reporting and strategic advisory work, contributing directly to client relationships and regional growth, with progression toward Associate level. ROLE EXPECTATIONS You will manage your workload independently, leading projects and deploying junior colleagues where appropriate. You will own client relationships, providing clear advice and commercially balanced recommendations. You will support and develop junior surveyors and APC candidates, strengthening technical standards and team capability. WHAT SUCCESS LOOKS LIKE You'll be successful in this role if: You lead multiple live projects while maintaining technical and commercial control Your advice is trusted and influences client decisions You manage risk effectively across contract administration and compliance instructions You strengthen client relationships and identify further opportunities You contribute positively to team development and mentoring HOW YOU'LL SPEND MOST OF YOUR TIME Most weeks, you'll be: Acting as Project Manager and Contract Administrator on refurbishment and major works projects typically ranging from £50k to £3m+ Preparing specifications, tender documentation and administering JCT contracts Providing advice on complex building defects and construction issues Preparing Planned Preventative Maintenance reports and lifecycle cost advice Undertaking reinstatement cost assessments and pre acquisition surveys Completing Building Height Surveys and Building Safety Act related reporting Preparing Schedules of Dilapidations and negotiating claims Acting as Principal Designer including PCI preparation and oversight of H&S documentation Monitoring development works on behalf of landlords, managing agents and funders Mentoring junior surveyors and APC candidates You will work in a hybrid way, balancing home working, site inspections and office collaboration. WHO THIS ROLE IS FOR This role suits someone who: Is MRICS qualified with 2+ years PQE Has strong technical knowledge across construction technology and building pathology Has experience administering projects under JCT contracts Is confident operating autonomously in a hybrid environment Is motivated by progression toward Associate level Holds a full clean UK driving licence and can travel as required EXPERIENCE THAT HELPS Experience across residential and mixed use portfolios Experience acting as Principal Designer under CDM Regulations Experience delivering Building Safety Act surveys and reporting Strong report writing and client communication skills Experience mentoring junior surveyors or APC candidates AutoCAD capability is advantageous WHAT WE OFFER Competitive salary aligned to experience Discretionary bonus Hybrid and flexible working 25 days holiday plus bank holidays Private medical insurance, life assurance and enhanced family leave Fully funded training and professional development Pension scheme and employee assistance programme Employee referral scheme Discounts across travel, retail, fitness and entertainment You'll also benefit from a senior environment where you are trusted to manage your workload professionally, supported by experienced Directors, and given the tools and backing to deliver high-quality work without unnecessary bureaucracy. ABOUT SRVO SRVO is a Chartered Surveying and Property Consultancy delivering building surveying, project and consultancy services across the UK. We work across both commercial and residential sectors and have built a strong reputation through long-standing client relationships, technically robust delivery and a practical approach to problem solving. Our mission is to transform the property landscape with safe and sustainable solutions. As part of the Odevo Group, SRVO combines the agility and expertise of a specialist consultancy with the stability, scale and long-term investment of a wider group. We set our people up to succeed through the right tools, technology and support, alongside clear development pathways and an environment where wellbeing is genuinely prioritised. HOW WE HIRE Initial conversation with our talent team Interview focused on technical experience, judgement and approach We aim to complete the process within two to three weeks and communicate clearly throughout. INTERESTED? Apply with your CV. All applicants must be eligible to live and work in the UK. Documentary evidence of eligibility will be required. A full, clean UK driving licence is essential for this role. Appointment is subject to a valid DBS check and CSCS card or willingness to obtain.
It has come to our attention that various international organizations or individuals have been offering false employment opportunities at Aecon Group Inc. Aecon Group Inc. employment policies and processes involve interviews, and candidates who seek employment are never required to pay us any sum of money. To do so would be contrary to our business conduct guidelines and ethical practices. We also do not extend formal offers of employment or execute employment agreements through social media or social chat platforms. We take this matter extremely seriously and are working with the appropriate authorities to shut down such fraudulent schemes. Please remain vigilant on this matter and report any suspicious outreach to your local authorities and email any concerns Date: Mar 5, 2026 Location: Scarborough, ON, CA Operating Sector: Safety Come Build Your Career at Aecon! As a Canadian leader in infrastructure development, Aecon is safely and sustainably building what matters for future generations to thrive! We lead some of the most impactful infrastructure projects of our generation, at the forefront of transformational change in transportation and energy, and partnering every day to build, connect, power, and strengthen our communities. At Aecon, you can count on: Safety Always. Our number one core value. If we can't do it safely, we don't do it at all. Integrity. We lead by example, with humility and courage. Accountability. We're passionate about delivering on our commitments. We lead the infrastructure industry with purpose, and our people are at the heart of everything we do. So, we invest in our people, just like they invest in us! At Aecon we: Ensure you and your family receive the services needed to support your mental, emotional, and physical well-being. Believe in helping you build your career through our Aecon University and Leadership Programs. Are committed to supporting and investing in inclusive work environments, through initiatives like Equity, Diversity & Inclusion training, our Aecon Women in Trades and Aecon Diversity in Trades programs, and our Employee Resource Groups (ERGs) to ensure we are building inclusion into every aspect of our culture at Aecon. Are a leader in sustainable construction. With a strong commitment to operating responsibly by minimizing our impact on the environment and surrounding communities. Our business success relies on strong execution and continuous improvement - driven by the diversity, expertise and teamwork of our people. We're always searching the globe for innovative, collaborative minds to join our best-in-class Aecon community! What is the Opportunity? Faster. Smarter. Safer. This is how Aecon Utilities is committed to delivering projects. Aecon Utilities is ready to become Canada's utility construction provider and we're looking for an EHS Advisor to help us get there! The Safety/EHS Advisor will be responsible to actively promote a health, safety and environmental culture to all levels of employees with the policies and procedures of Aecon's Health, Safety and Environmental Manual. This position is based in Scarborough. What You'll Do Here: Drive an inclusive culture to promote equity, welcome different perspectives, and enable career progression by fostering a sense of belonging. Conduct Employee health and safety orientation and site specific safety orientation to workers, owners and clients. Train employees in fall protection, confined space entry, traffic protection, traffic control person, WHMIS, respiratory protection, emergency response. Coordinate training such as WHMIS, First Aid, etc. Conduct workplace inspections and audits. Conduct behavioral observation in the workplace. Develop workplace plans - such as emergency evacuations, fire emergency, traffic controls, fall protection. Distribution of safety material, supplies and equipment as needed to team members. Conduct safety presentations to clients and promote Aecon safety systems to potential industry clients. Participate as a visitor member of Joint Health and Safety Committees. Conduct studies and analyze accident trends. Inspect project facilities and recommend corrective actions, & coordination of environmental issues. Work with the Claims Administrator, assist with workers compensation claims and associated activities. Develop return to work and modified work programs. Mediate health and safety issues for resolution. Prepare and assist with external safety audits. What You Bring to the Team: Minimum 3 years' experience in the construction industry in a Health and Safety role. OHS experience within Oil & Gas projects is an asset. Strong knowledge of the Occupational Health & Safety act and Regulations for Construction Projects. Strong knowledge of other Regulations, e.g. WHMIS, Asbestos in Construction, Designated Substances, Smoking in the Workplace. Ability to work with limited supervision and to be proactive. Be a champion of inclusion and diversity. Excellent verbal and written communication with strong relationship management skills. Adaptable to flexible work schedule when required to meet deadlines. Valid G driver's license. The expected salary for this position is $70,000 -$95,000. Inindividual pay is determined based on several factors such as work location, education, experience and unique skills. Aecon fosters diversity, inclusion and belonging within and across our organization. We welcome all to apply including, women, visible minorities, Indigenous peoples, persons with disabilities, and persons of any sexual orientation or gender identity. We are committed to adhering to the objectives and requirements outlined in the Accessible Canada Act (ACA), and to meeting the accessibility needs of persons with disabilities in a timely manner. Through the implementation of the requirements of the ACA and its applicable regulations, appropriate accommodations will be provided upon request throughout the interview and hiring process. As part of our commitment to fair and transparent hiring practices, Aecon may use artificial intelligence (AI) tools to assist in screening and reviewing candidates. These tools are applied responsibly and in accordance with applicable privacy laws and Aecon's AI Usage Policy. All final decisions are made by qualified Aecon team members.
Mar 19, 2026
Full time
It has come to our attention that various international organizations or individuals have been offering false employment opportunities at Aecon Group Inc. Aecon Group Inc. employment policies and processes involve interviews, and candidates who seek employment are never required to pay us any sum of money. To do so would be contrary to our business conduct guidelines and ethical practices. We also do not extend formal offers of employment or execute employment agreements through social media or social chat platforms. We take this matter extremely seriously and are working with the appropriate authorities to shut down such fraudulent schemes. Please remain vigilant on this matter and report any suspicious outreach to your local authorities and email any concerns Date: Mar 5, 2026 Location: Scarborough, ON, CA Operating Sector: Safety Come Build Your Career at Aecon! As a Canadian leader in infrastructure development, Aecon is safely and sustainably building what matters for future generations to thrive! We lead some of the most impactful infrastructure projects of our generation, at the forefront of transformational change in transportation and energy, and partnering every day to build, connect, power, and strengthen our communities. At Aecon, you can count on: Safety Always. Our number one core value. If we can't do it safely, we don't do it at all. Integrity. We lead by example, with humility and courage. Accountability. We're passionate about delivering on our commitments. We lead the infrastructure industry with purpose, and our people are at the heart of everything we do. So, we invest in our people, just like they invest in us! At Aecon we: Ensure you and your family receive the services needed to support your mental, emotional, and physical well-being. Believe in helping you build your career through our Aecon University and Leadership Programs. Are committed to supporting and investing in inclusive work environments, through initiatives like Equity, Diversity & Inclusion training, our Aecon Women in Trades and Aecon Diversity in Trades programs, and our Employee Resource Groups (ERGs) to ensure we are building inclusion into every aspect of our culture at Aecon. Are a leader in sustainable construction. With a strong commitment to operating responsibly by minimizing our impact on the environment and surrounding communities. Our business success relies on strong execution and continuous improvement - driven by the diversity, expertise and teamwork of our people. We're always searching the globe for innovative, collaborative minds to join our best-in-class Aecon community! What is the Opportunity? Faster. Smarter. Safer. This is how Aecon Utilities is committed to delivering projects. Aecon Utilities is ready to become Canada's utility construction provider and we're looking for an EHS Advisor to help us get there! The Safety/EHS Advisor will be responsible to actively promote a health, safety and environmental culture to all levels of employees with the policies and procedures of Aecon's Health, Safety and Environmental Manual. This position is based in Scarborough. What You'll Do Here: Drive an inclusive culture to promote equity, welcome different perspectives, and enable career progression by fostering a sense of belonging. Conduct Employee health and safety orientation and site specific safety orientation to workers, owners and clients. Train employees in fall protection, confined space entry, traffic protection, traffic control person, WHMIS, respiratory protection, emergency response. Coordinate training such as WHMIS, First Aid, etc. Conduct workplace inspections and audits. Conduct behavioral observation in the workplace. Develop workplace plans - such as emergency evacuations, fire emergency, traffic controls, fall protection. Distribution of safety material, supplies and equipment as needed to team members. Conduct safety presentations to clients and promote Aecon safety systems to potential industry clients. Participate as a visitor member of Joint Health and Safety Committees. Conduct studies and analyze accident trends. Inspect project facilities and recommend corrective actions, & coordination of environmental issues. Work with the Claims Administrator, assist with workers compensation claims and associated activities. Develop return to work and modified work programs. Mediate health and safety issues for resolution. Prepare and assist with external safety audits. What You Bring to the Team: Minimum 3 years' experience in the construction industry in a Health and Safety role. OHS experience within Oil & Gas projects is an asset. Strong knowledge of the Occupational Health & Safety act and Regulations for Construction Projects. Strong knowledge of other Regulations, e.g. WHMIS, Asbestos in Construction, Designated Substances, Smoking in the Workplace. Ability to work with limited supervision and to be proactive. Be a champion of inclusion and diversity. Excellent verbal and written communication with strong relationship management skills. Adaptable to flexible work schedule when required to meet deadlines. Valid G driver's license. The expected salary for this position is $70,000 -$95,000. Inindividual pay is determined based on several factors such as work location, education, experience and unique skills. Aecon fosters diversity, inclusion and belonging within and across our organization. We welcome all to apply including, women, visible minorities, Indigenous peoples, persons with disabilities, and persons of any sexual orientation or gender identity. We are committed to adhering to the objectives and requirements outlined in the Accessible Canada Act (ACA), and to meeting the accessibility needs of persons with disabilities in a timely manner. Through the implementation of the requirements of the ACA and its applicable regulations, appropriate accommodations will be provided upon request throughout the interview and hiring process. As part of our commitment to fair and transparent hiring practices, Aecon may use artificial intelligence (AI) tools to assist in screening and reviewing candidates. These tools are applied responsibly and in accordance with applicable privacy laws and Aecon's AI Usage Policy. All final decisions are made by qualified Aecon team members.
Client Relationship Manager A well-established and highly regarded Independent Financial Planning practice is seeking an experienced Client Relationship Manager to join its growing team in Cirencester. This is an excellent opportunity for a confident and proactive administrator with a strong background in the IFA / wealth management industry who thrives in a client-focused environment and takes pride in delivering exceptional service. The successful candidate will play a pivotal role in supporting Financial Advisers, maintaining strong client relationships, and ensuring new and existing business is processed efficiently, accurately, and compliantly. Saaalry up to £33,000 & hybrid working 3 days in the office and 2 from home. Role Objective To provide high-quality administrative and client servicing support to Financial Advisers, ensuring a smooth and professional client journey at every stage. Key Responsibilities Client Servicing Act as a friendly and professional first point of contact for clients and enquiries (phone, email, and in person). Organise meetings for existing and prospective clients. Proactively manage Financial Advisers' diaries and workload where required. Liaise with clients regarding administrative queries. Manage client expectations to ensure high levels of satisfaction. Diarise and action follow-ups resulting from client meetings. New Business Processing Prepare comprehensive meeting packs, including new business documentation. Complete, submit, and follow up on applications in a timely and compliant manner. Check documentation for accuracy and completeness. Request required documentation from clients and issue policy documents. Obtain quotes and policy information for advisers. Ensure fund switches, rebalances, and trades are processed accurately within agreed timescales. Client Reviews Organise client review meetings in line with the firm's Review Process. Prepare client valuation reports and review documentation. Maintain client files in accordance with compliance requirements. Ensure follow-up correspondence is issued promptly. Implement agreed actions efficiently and accurately. Additional Responsibilities Provide general administrative support including scanning, photocopying, letter writing, and related duties. Maintain accurate client records using Intelligent Office (back-office system). Upload file notes following client or company contact. Process surrender requests, death claims, and related servicing tasks. Provide holiday and sickness cover for colleagues. Escalate significant risk issues to the Operations Manager where appropriate. Contribute positively to team development and continuous improvement. Proactively enhance industry knowledge through internal and external learning. Candidate Profile Have proven experience within an IFA / wealth management environment. Demonstrate strong knowledge of new business processing and client servicing. Be highly organised with exceptional attention to detail. Possess strong communication skills and a professional telephone manner. Be confident managing adviser diaries and prioritising workload. Have experience using back-office systems (Intelligent Office preferred). Show initiative, reliability, and a proactive mindset.
Mar 18, 2026
Full time
Client Relationship Manager A well-established and highly regarded Independent Financial Planning practice is seeking an experienced Client Relationship Manager to join its growing team in Cirencester. This is an excellent opportunity for a confident and proactive administrator with a strong background in the IFA / wealth management industry who thrives in a client-focused environment and takes pride in delivering exceptional service. The successful candidate will play a pivotal role in supporting Financial Advisers, maintaining strong client relationships, and ensuring new and existing business is processed efficiently, accurately, and compliantly. Saaalry up to £33,000 & hybrid working 3 days in the office and 2 from home. Role Objective To provide high-quality administrative and client servicing support to Financial Advisers, ensuring a smooth and professional client journey at every stage. Key Responsibilities Client Servicing Act as a friendly and professional first point of contact for clients and enquiries (phone, email, and in person). Organise meetings for existing and prospective clients. Proactively manage Financial Advisers' diaries and workload where required. Liaise with clients regarding administrative queries. Manage client expectations to ensure high levels of satisfaction. Diarise and action follow-ups resulting from client meetings. New Business Processing Prepare comprehensive meeting packs, including new business documentation. Complete, submit, and follow up on applications in a timely and compliant manner. Check documentation for accuracy and completeness. Request required documentation from clients and issue policy documents. Obtain quotes and policy information for advisers. Ensure fund switches, rebalances, and trades are processed accurately within agreed timescales. Client Reviews Organise client review meetings in line with the firm's Review Process. Prepare client valuation reports and review documentation. Maintain client files in accordance with compliance requirements. Ensure follow-up correspondence is issued promptly. Implement agreed actions efficiently and accurately. Additional Responsibilities Provide general administrative support including scanning, photocopying, letter writing, and related duties. Maintain accurate client records using Intelligent Office (back-office system). Upload file notes following client or company contact. Process surrender requests, death claims, and related servicing tasks. Provide holiday and sickness cover for colleagues. Escalate significant risk issues to the Operations Manager where appropriate. Contribute positively to team development and continuous improvement. Proactively enhance industry knowledge through internal and external learning. Candidate Profile Have proven experience within an IFA / wealth management environment. Demonstrate strong knowledge of new business processing and client servicing. Be highly organised with exceptional attention to detail. Possess strong communication skills and a professional telephone manner. Be confident managing adviser diaries and prioritising workload. Have experience using back-office systems (Intelligent Office preferred). Show initiative, reliability, and a proactive mindset.
Get Recruited (UK) Ltd
Newton-le-willows, Merseyside
Financial Administrator (Technical Administrator) Location: St Helens Sector: FCA-Regulated Financial Services Full-time Permanent A well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support.This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work. The Role You will play a key role in supporting advisers by: Managing ongoing advice cases from start to completion Preparing and issuing compliant advice documentation within agreed service standards Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts) Supporting fund switches, top-ups, new business submissions and annual reviews Completing projections and technical calculations to assist adviser recommendations Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases Tracking pipeline business and ensuring smooth workflow management Maintaining accurate, compliant client records in line with FCA requirements You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity. About You We're looking for someone who has: Experience within FCA-regulated financial services (Desirable) Strong technical understanding of ongoing advice and regulated documentation High attention to detail and excellent organisational skills The ability to manage multiple cases and deadlines efficiently Confidence in producing detailed, accurate written documentation A proactive and collaborative approach What's on Offer A supportive and professional team environment Clear processes and structured workflows Opportunities for ongoing development and accreditation A stable, growing business with strong compliance standards Hybrid working arrangements If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Apply confidentially today to learn more. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.
Mar 18, 2026
Full time
Financial Administrator (Technical Administrator) Location: St Helens Sector: FCA-Regulated Financial Services Full-time Permanent A well-established and highly respected financial planning firm is seeking an experienced Financial/Technical Administrator to support advisers in delivering high-quality ongoing and new business administrative support.This is an excellent opportunity for a technically strong administrator who enjoys managing cases end-to-end, thrives in a structured regulatory environment, and takes pride in delivering accurate, compliant work. The Role You will play a key role in supporting advisers by: Managing ongoing advice cases from start to completion Preparing and issuing compliant advice documentation within agreed service standards Producing detailed client meeting notes, including complex cases (drawdown, decumulation, trusts) Supporting fund switches, top-ups, new business submissions and annual reviews Completing projections and technical calculations to assist adviser recommendations Processing specialist cases including death claims, probate-related documentation, ITS, VCT and Long-Term Care cases Tracking pipeline business and ensuring smooth workflow management Maintaining accurate, compliant client records in line with FCA requirements You will work closely with advisers, paraplanners and fellow administrators to ensure seamless client service and continuity. About You We're looking for someone who has: Experience within FCA-regulated financial services (Desirable) Strong technical understanding of ongoing advice and regulated documentation High attention to detail and excellent organisational skills The ability to manage multiple cases and deadlines efficiently Confidence in producing detailed, accurate written documentation A proactive and collaborative approach What's on Offer A supportive and professional team environment Clear processes and structured workflows Opportunities for ongoing development and accreditation A stable, growing business with strong compliance standards Hybrid working arrangements If you are an experienced Financial Services Administrator looking to join a forward-thinking firm where quality and compliance truly matter, we would love to hear from you. Apply confidentially today to learn more. By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.
Shipping Administrator (Export & Customer Service Focus) Pudsey, Leeds Full Time Competitive Salary + Benefits We are recruiting on behalf of a well-established, global manufacturing business seeking a highly organised Shipping Administrator to join their busy logistics and customer service team. This is a key role responsible for coordinating UK and international shipments while delivering excellent customer service throughout the process. You will liaise with freight forwarders, customers, and internal teams to ensure accurate documentation, smooth deliveries, and timely resolutions to any shipping queries. Key responsibilities: Coordinate export and UK shipments from order through to delivery Prepare export documentation and ensure compliance with international shipping requirements Liaise with freight forwarders, carriers, and the Chamber of Commerce Track shipments and provide proactive updates to customers Handle queries, delays, and claims with a customer-focused approach Support import processes and ensure accurate record keeping Work with Incoterms and Letters of Credit Experience required: Shipping, export, or logistics administration experience Strong customer service and communication skills Experience working with freight forwarders and export documentation Knowledge of Incoterms and international shipping processes Highly organised with excellent attention to detail This is a fantastic opportunity to join a respected, growing business in a pivotal role combining logistics coordination and customer service.
Mar 18, 2026
Full time
Shipping Administrator (Export & Customer Service Focus) Pudsey, Leeds Full Time Competitive Salary + Benefits We are recruiting on behalf of a well-established, global manufacturing business seeking a highly organised Shipping Administrator to join their busy logistics and customer service team. This is a key role responsible for coordinating UK and international shipments while delivering excellent customer service throughout the process. You will liaise with freight forwarders, customers, and internal teams to ensure accurate documentation, smooth deliveries, and timely resolutions to any shipping queries. Key responsibilities: Coordinate export and UK shipments from order through to delivery Prepare export documentation and ensure compliance with international shipping requirements Liaise with freight forwarders, carriers, and the Chamber of Commerce Track shipments and provide proactive updates to customers Handle queries, delays, and claims with a customer-focused approach Support import processes and ensure accurate record keeping Work with Incoterms and Letters of Credit Experience required: Shipping, export, or logistics administration experience Strong customer service and communication skills Experience working with freight forwarders and export documentation Knowledge of Incoterms and international shipping processes Highly organised with excellent attention to detail This is a fantastic opportunity to join a respected, growing business in a pivotal role combining logistics coordination and customer service.
Delegated Authority Oversight Manager Department: Managing Agency Employment Type: Permanent Location: London Description The Delegated Authority (DA) Oversight Manager leads the framework for oversight and assurance of delegated authority business, ensuring all delegated arrangements are governed, monitored, and reported in line with regulatory expectations, internal policies, and the organisation's risk appetite. The role acts as a key control function, providing challenge, insight, and escalation where required, while partnering with stakeholders to support high quality, compliant delegated authority operations. Key Responsibilities Lead the end to end oversight of delegated authority arrangements, including binders, lineslips, master policies, consortia and Delegated Claims Administrators (DCAs), ensuring effective governance, control, and regulatory compliance. Own and manage the due diligence, onboarding, approval, renewal, and termination processes for all delegated authority and DCA arrangements, ensuring adherence to Agency's policies and procedures, and industry best practice. Oversee the onboarding and ongoing governance of Syndicate Service Companies. Ensure the Delegated Authority portfolio and associated Syndicates operate to Lloyd's and other regulatory prescribed requirements, including the Delegated Code of Practice, the Intermediaries Byelaws and the Principles for doing business. Develop and maintain strong working relationships with key internal and external stakeholders, including Underwriting, Claims, Compliance, Finance, Actuarial, Operations, Syndicates, Lloyd's, Coverholders, DCAs and brokers, to support business objectives and effective oversight. Monitor, challenge, and elevate Key Performance Indicators and Service Level Agreement's in accordance with the relevant Statements of Work between Polo Commercial Insurance Services, Syndicates and Polo Managing Agency. Ensure all relevant processes and procedure documents are up to date, approved annually by the Board (or Committee as necessary) and remain compliant with Lloyd's Principles of Doing Business and Minimum Standards and/or other regulatory requirements. Provide guidance and support for delegated authority and customer issues, responding to queries from Lloyd's, Coverholders, Brokers, Syndicate(s), and other stakeholders. Manage oversight of customer outcomes and commitments for Delegated Authorities, Claims, Complaints and Conduct risk with appropriate support from the Polo Works Claims and Compliance and PMA/Syndicate Conduct risk teams. Provide the management and oversight of regular reporting, including regulatory returns, relating to service standards, binder performance, claims DCA performance, and customer outcomes/commitment KPIs. Oversee reporting to the Delegated Authority Oversight Group (DAOG) and Syndicate Monitoring Committee (SMC), with escalation to the Board and other committees where required. Manage Coverholder and DCA audits, ensuring findings are appropriately reported, actions agreed, and remediation tracked to completion. Skills, Knowledge & Expertise Significant experience in the Lloyd's market in a delegated underwriting management role. Good understanding of the regulations around appointed representatives. Understanding of Lloyd's Principles for Doing Business. Some understanding of exposure management beneficial. Good knowledge of underwriting systems, bordereaux management systems and underwriting management information desirable. Good level of Windows IT skills essential. Self motivated and proactive. Excellent written and verbal communication skills with strong interpersonal skills. Ability to adapt to changing priorities and manage multiple deadlines. Ability to work collaboratively with others and establish strong relationships both internally and externally. Job Benefits Competitive salary, discretionary annual bonus, and a minimum 24 days of annual leave (with the option to buy more). Excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay. Access to company volunteering days, an Electric Vehicle (EV) leasing scheme, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel. Benefits Band 4.
Mar 17, 2026
Full time
Delegated Authority Oversight Manager Department: Managing Agency Employment Type: Permanent Location: London Description The Delegated Authority (DA) Oversight Manager leads the framework for oversight and assurance of delegated authority business, ensuring all delegated arrangements are governed, monitored, and reported in line with regulatory expectations, internal policies, and the organisation's risk appetite. The role acts as a key control function, providing challenge, insight, and escalation where required, while partnering with stakeholders to support high quality, compliant delegated authority operations. Key Responsibilities Lead the end to end oversight of delegated authority arrangements, including binders, lineslips, master policies, consortia and Delegated Claims Administrators (DCAs), ensuring effective governance, control, and regulatory compliance. Own and manage the due diligence, onboarding, approval, renewal, and termination processes for all delegated authority and DCA arrangements, ensuring adherence to Agency's policies and procedures, and industry best practice. Oversee the onboarding and ongoing governance of Syndicate Service Companies. Ensure the Delegated Authority portfolio and associated Syndicates operate to Lloyd's and other regulatory prescribed requirements, including the Delegated Code of Practice, the Intermediaries Byelaws and the Principles for doing business. Develop and maintain strong working relationships with key internal and external stakeholders, including Underwriting, Claims, Compliance, Finance, Actuarial, Operations, Syndicates, Lloyd's, Coverholders, DCAs and brokers, to support business objectives and effective oversight. Monitor, challenge, and elevate Key Performance Indicators and Service Level Agreement's in accordance with the relevant Statements of Work between Polo Commercial Insurance Services, Syndicates and Polo Managing Agency. Ensure all relevant processes and procedure documents are up to date, approved annually by the Board (or Committee as necessary) and remain compliant with Lloyd's Principles of Doing Business and Minimum Standards and/or other regulatory requirements. Provide guidance and support for delegated authority and customer issues, responding to queries from Lloyd's, Coverholders, Brokers, Syndicate(s), and other stakeholders. Manage oversight of customer outcomes and commitments for Delegated Authorities, Claims, Complaints and Conduct risk with appropriate support from the Polo Works Claims and Compliance and PMA/Syndicate Conduct risk teams. Provide the management and oversight of regular reporting, including regulatory returns, relating to service standards, binder performance, claims DCA performance, and customer outcomes/commitment KPIs. Oversee reporting to the Delegated Authority Oversight Group (DAOG) and Syndicate Monitoring Committee (SMC), with escalation to the Board and other committees where required. Manage Coverholder and DCA audits, ensuring findings are appropriately reported, actions agreed, and remediation tracked to completion. Skills, Knowledge & Expertise Significant experience in the Lloyd's market in a delegated underwriting management role. Good understanding of the regulations around appointed representatives. Understanding of Lloyd's Principles for Doing Business. Some understanding of exposure management beneficial. Good knowledge of underwriting systems, bordereaux management systems and underwriting management information desirable. Good level of Windows IT skills essential. Self motivated and proactive. Excellent written and verbal communication skills with strong interpersonal skills. Ability to adapt to changing priorities and manage multiple deadlines. Ability to work collaboratively with others and establish strong relationships both internally and externally. Job Benefits Competitive salary, discretionary annual bonus, and a minimum 24 days of annual leave (with the option to buy more). Excellent benefits package, including flexible, hybrid working, private health insurance, life assurance, income protection, enhanced pension contributions, and occupational maternity and paternity pay. Access to company volunteering days, an Electric Vehicle (EV) leasing scheme, an employee assistance programme with retail discounts and savings, a generous employee referral scheme, regular sports and social events, and free Cheltenham bus travel. Benefits Band 4.
North Oak Recruitment Ltd
Leicester, Leicestershire
Executive PA to Senior Advisor Full-time, office-based - Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If you're a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, we'd love to hear from you. My client is an established yet growing and forward-thinking Independent Wealth Management organisation. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to provide dedicated support to their Senior Advisor, while also delivering high-quality IFA administrative and technical support. About the Role This is a pivotal role at the heart of a growing financial services business. You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the Senior Advisor is fully supported in all aspects of day-to-day operations, client management and strategic priorities. This role is ideal for someone with substantial Financial Services administration experience who is ready to step into a high-trust, high-responsibility position working directly with senior leadership. Key Responsibilities Executive PA Support to the Senior Advisor Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised. Manage confidential and sensitive information with absolute discretion. Prepare briefing documents, meeting packs, agendas and follow-up actions. Handle internal and external communication on behalf of the Senior Advisor in a polished, professional manner. Coordinate travel, meetings, events and key leadership engagements. Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams. Support the Senior Advisor in delivering strategic initiatives, business projects and time-critical priorities. IFA Technical Administration Process LOAs and liaise with product providers. Prepare valuations, portfolio comparison analytics and cashflow modelling inputs. Manage attitude-to-risk questionnaires and support suitability documentation processes. Produce and prepare client appointment packs for new and existing clients. Carry out fund switches and "no action" suitability letters where required. Manage adviser diary booking and scheduling for client meetings. Process new business applications, ensuring accuracy and regulatory compliance. Liaise with providers to track business through to completion, resolving queries and updating clients and Senior Advisor. Handle death claims with professionalism, sensitivity and empathy. Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures. Keep up to date with product, legislative and industry changes. What We're Looking For - Essential Experience Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential). Proven experience supporting senior leadership or acting in a high-responsibility administrative role requiring discretion. Strong understanding of IFA processes, compliance requirements and provider interactions. Skills & Attributes Exceptional professionalism, confidentiality and judgement. Highly organised, proactive and able to manage competing deadlines. Confident communicator with excellent written and verbal skills. Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage. Able to work independently with minimal supervision while maintaining high accuracy. Composed under pressure; able to navigate interruptions and shifting priorities. A positive, solutions-focused team player who contributes ideas for improving processes and client service. Why Apply? Opportunity to work directly with the Senior Advisor in a trusted, high-impact position. A supportive, professional environment committed to excellence in client service. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Mar 17, 2026
Full time
Executive PA to Senior Advisor Full-time, office-based - Leicestershire (our ref AL1401) Salary: Competitive, dependent on experience Industry: Independent Financial Advice (IFA) If you're a confident, discreet and highly capable IFA administrator ready to take the next step into a senior PA position, we'd love to hear from you. My client is an established yet growing and forward-thinking Independent Wealth Management organisation. They are now seeking a highly professional, discreet and exceptionally organised Executive PA to provide dedicated support to their Senior Advisor, while also delivering high-quality IFA administrative and technical support. About the Role This is a pivotal role at the heart of a growing financial services business. You will combine first-class executive support with deep knowledge of IFA administration processes, ensuring the Senior Advisor is fully supported in all aspects of day-to-day operations, client management and strategic priorities. This role is ideal for someone with substantial Financial Services administration experience who is ready to step into a high-trust, high-responsibility position working directly with senior leadership. Key Responsibilities Executive PA Support to the Senior Advisor Provide comprehensive diary, inbox and task management, ensuring the Senior Advisors time is optimised. Manage confidential and sensitive information with absolute discretion. Prepare briefing documents, meeting packs, agendas and follow-up actions. Handle internal and external communication on behalf of the Senior Advisor in a polished, professional manner. Coordinate travel, meetings, events and key leadership engagements. Act as a trusted gatekeeper and first point of contact for stakeholders, clients and internal teams. Support the Senior Advisor in delivering strategic initiatives, business projects and time-critical priorities. IFA Technical Administration Process LOAs and liaise with product providers. Prepare valuations, portfolio comparison analytics and cashflow modelling inputs. Manage attitude-to-risk questionnaires and support suitability documentation processes. Produce and prepare client appointment packs for new and existing clients. Carry out fund switches and "no action" suitability letters where required. Manage adviser diary booking and scheduling for client meetings. Process new business applications, ensuring accuracy and regulatory compliance. Liaise with providers to track business through to completion, resolving queries and updating clients and Senior Advisor. Handle death claims with professionalism, sensitivity and empathy. Maintain full compliance with FCA regulations, Financial Services and Markets Act 2000, and all internal TCF, AML and financial crime procedures. Keep up to date with product, legislative and industry changes. What We're Looking For - Essential Experience Minimum 5 years of administration experience, including at least 2 years within Financial Services (IFA experience essential). Proven experience supporting senior leadership or acting in a high-responsibility administrative role requiring discretion. Strong understanding of IFA processes, compliance requirements and provider interactions. Skills & Attributes Exceptional professionalism, confidentiality and judgement. Highly organised, proactive and able to manage competing deadlines. Confident communicator with excellent written and verbal skills. Strong IT capability (Word, Excel, Outlook); experience with the back-office system Curo would be a distinct advantage. Able to work independently with minimal supervision while maintaining high accuracy. Composed under pressure; able to navigate interruptions and shifting priorities. A positive, solutions-focused team player who contributes ideas for improving processes and client service. Why Apply? Opportunity to work directly with the Senior Advisor in a trusted, high-impact position. A supportive, professional environment committed to excellence in client service. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Overview We are currently recruiting for a Claims Handler to join a friendly and supportive insurance team based in Mansfield. This is a fantastic opportunity for someone with claims or insurance experience who enjoys helping customers, resolving problems, and managing cases through to a successful outcome. Working as part of a busy and professional environment, you will be responsible for managing insurance claims from first notification through to settlement, ensuring customers receive excellent service throughout the process. Key Responsibilities • Manage insurance claims from initial notification through to resolution. • Investigate claims by gathering information from customers, insurers, and third parties. • Assess claim details and ensure all documentation is accurate and complete. • Liaise with insurers, loss adjusters, suppliers, and other external parties. • Keep customers informed throughout the claims process, providing clear updates and support. • Ensure all claims are handled in line with company procedures and regulatory requirements. • Maintain accurate records using internal systems and documentation processes. • Work to resolve claims efficiently while maintaining a high level of customer service. Skills and Experience • Previous experience within an insurance or claims handling role is desirable. • Strong customer service and communication skills. • Ability to manage multiple cases and prioritise workload effectively. • Excellent attention to detail and problem-solving ability. • Confident using computer systems and maintaining accurate records. • A professional and empathetic approach when dealing with customers. What's on Offer • Competitive salary depending on experience • Supportive and collaborative team environment • Opportunities for training and career development within the insurance sector • Stable and growing business with long-term career prospects This role would suit someone currently working as a Claims Handler, Claims Administrator, or within a customer-focused insurance environment who is looking to develop their career within a professional and supportive company.
Mar 17, 2026
Full time
Overview We are currently recruiting for a Claims Handler to join a friendly and supportive insurance team based in Mansfield. This is a fantastic opportunity for someone with claims or insurance experience who enjoys helping customers, resolving problems, and managing cases through to a successful outcome. Working as part of a busy and professional environment, you will be responsible for managing insurance claims from first notification through to settlement, ensuring customers receive excellent service throughout the process. Key Responsibilities • Manage insurance claims from initial notification through to resolution. • Investigate claims by gathering information from customers, insurers, and third parties. • Assess claim details and ensure all documentation is accurate and complete. • Liaise with insurers, loss adjusters, suppliers, and other external parties. • Keep customers informed throughout the claims process, providing clear updates and support. • Ensure all claims are handled in line with company procedures and regulatory requirements. • Maintain accurate records using internal systems and documentation processes. • Work to resolve claims efficiently while maintaining a high level of customer service. Skills and Experience • Previous experience within an insurance or claims handling role is desirable. • Strong customer service and communication skills. • Ability to manage multiple cases and prioritise workload effectively. • Excellent attention to detail and problem-solving ability. • Confident using computer systems and maintaining accurate records. • A professional and empathetic approach when dealing with customers. What's on Offer • Competitive salary depending on experience • Supportive and collaborative team environment • Opportunities for training and career development within the insurance sector • Stable and growing business with long-term career prospects This role would suit someone currently working as a Claims Handler, Claims Administrator, or within a customer-focused insurance environment who is looking to develop their career within a professional and supportive company.
Sewell Wallis is working with a high growth business based in Sheffield, South Yorkshire, who are looking to recruit a Procurement Director to join their senior leadership team. Reporting to the MD, this is a crucial role for this leading manufacturer and will be responsible for leading the strategic sourcing, capital procurement, and supplier management functions. You will oversee the procurement strategy for large-scale programs, advanced manufacturing facilities, tooling, and long-term supplier partnerships. The ideal candidate combines deep engineering and manufacturing supply chain expertise with strong commercial insight, risk management capabilities, and experience managing complex, high-value project investments. A comprehensive spec is available; however, the key responsibilities include: Synchronised raw material requirements with global supply planning cycles to capture international intercompany synergies Architected and executed procurement strategies aligned with Group objectives to hit key project milestones. Scaled a procurement function by 3x within an international market, demonstrating rapid organisational growth. Directed negotiations and contract management for major capital projects within highly regulated, high-investment environments. Directly optimised P&L performance, cash flow, and program profitability through rigorous cost structure management. Expert at navigating high-stakes, regulated environments, with a proven track record in managing large-scale Capital Expenditure (Capex) projects Oversee strategic sourcing, supplier selection, and contract negotiations. Build and maintain strong supplier relationships. Develop supplier performance evaluation frameworks. Identify and mitigate supply chain risks. Direct the end-to-end contract lifecycle, providing expert oversight on claims management and dispute resolution to mitigate legal and financial exposure. What skills will you need? Bachelor's degree in supply chain management, Business Administration, Finance, or related field. Professional certification such as CIPS (Chartered Institute of Procurement & Supply) or CPSM (Certified Professional in Supply Management) preferred. Progressive procurement experience, with at least 5 years in a leadership role. Strong negotiation, analytical, and strategic thinking skills. Experience with implementing an MRP ERP system, such as SAP Strategic thinking and commercial expertise Complex negotiation expertise Project investment governance Risk management & scenario planning Financial literacy (NPV, IRR, CAPEX control) Executive stakeholder management Change management & digital transformation What's on offer? 25 days annual leave + bank holidays Enviable Bonus scheme Flexible Working Hours Private Medical Insurance Pension - matched up to 8% Health and wellbeing programme Please apply below, or for more information, contact Sue Wallis. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Mar 17, 2026
Full time
Sewell Wallis is working with a high growth business based in Sheffield, South Yorkshire, who are looking to recruit a Procurement Director to join their senior leadership team. Reporting to the MD, this is a crucial role for this leading manufacturer and will be responsible for leading the strategic sourcing, capital procurement, and supplier management functions. You will oversee the procurement strategy for large-scale programs, advanced manufacturing facilities, tooling, and long-term supplier partnerships. The ideal candidate combines deep engineering and manufacturing supply chain expertise with strong commercial insight, risk management capabilities, and experience managing complex, high-value project investments. A comprehensive spec is available; however, the key responsibilities include: Synchronised raw material requirements with global supply planning cycles to capture international intercompany synergies Architected and executed procurement strategies aligned with Group objectives to hit key project milestones. Scaled a procurement function by 3x within an international market, demonstrating rapid organisational growth. Directed negotiations and contract management for major capital projects within highly regulated, high-investment environments. Directly optimised P&L performance, cash flow, and program profitability through rigorous cost structure management. Expert at navigating high-stakes, regulated environments, with a proven track record in managing large-scale Capital Expenditure (Capex) projects Oversee strategic sourcing, supplier selection, and contract negotiations. Build and maintain strong supplier relationships. Develop supplier performance evaluation frameworks. Identify and mitigate supply chain risks. Direct the end-to-end contract lifecycle, providing expert oversight on claims management and dispute resolution to mitigate legal and financial exposure. What skills will you need? Bachelor's degree in supply chain management, Business Administration, Finance, or related field. Professional certification such as CIPS (Chartered Institute of Procurement & Supply) or CPSM (Certified Professional in Supply Management) preferred. Progressive procurement experience, with at least 5 years in a leadership role. Strong negotiation, analytical, and strategic thinking skills. Experience with implementing an MRP ERP system, such as SAP Strategic thinking and commercial expertise Complex negotiation expertise Project investment governance Risk management & scenario planning Financial literacy (NPV, IRR, CAPEX control) Executive stakeholder management Change management & digital transformation What's on offer? 25 days annual leave + bank holidays Enviable Bonus scheme Flexible Working Hours Private Medical Insurance Pension - matched up to 8% Health and wellbeing programme Please apply below, or for more information, contact Sue Wallis. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Bangladesh Youth League (BYL) / Centre for Youth and Community Development (CYCD) JOB DESCRIPTION JOB TITLE: Project Administrator RESPONSIBLE TO: Project Co-ordinator - Ami Sylheti Bangali Project PURPOSE OF POST: To provide administrative, clerical, and logistical support to ensure the smooth delivery of the Ami Sylheti Bangali Project , maintaining accurate records, assisting with financial processes, and supporting staff, volunteers, and participants. Hours per week: 15 hours per week Salary: £9,712 - £10,003 Annual Leave: 12 days per year plus public holidays (pro rata) Length of Contract: 24 months A Disclosure & Barring Service (DBS) check is required for this post. Principal Responsibilities Provide administrative and clerical support to the Project Co-ordinator and wider project team to ensure smooth running of the Ami Sylheti Bangali Project . Manage project correspondence, including responding to emails, phone calls, and general enquiries from participants, partners, and the public. Maintain accurate and up-to-date project records, databases, and filing systems (digital and paper-based), ensuring data protection and confidentiality compliance. Support financial administration, including processing invoices, purchase orders, petty cash claims, and maintaining expenditure logs in line with BYL financial procedures. Assist in the preparation of reports, meeting papers, presentations, and publicity materials for internal and external audiences. Provide logistical support for meetings, workshops, training sessions, and events - including booking venues, catering, equipment, and participant travel. Record attendance registers, collate monitoring information, and support data collection for evaluation and funder reporting. Support the recruitment, induction, and communication of volunteers and participants, maintaining contact lists and ensuring regular updates are shared. Assist in promoting project activities through newsletters, social media, and community networks under the direction of the Project Co-ordinator. Ensure that all activities are carried out in accordance with Bangladesh Youth League's Policies and Procedures, including Health & Safety, Safeguarding, and Equality, Diversity & Inclusion. Person Specification Education & Qualifications GCSEs A-C in English and Maths (or equivalent). Business Administration qualification or relevant experience desirable. Skills & Experience Experience in an administrative or project support role, preferably in the voluntary/community sector. Strong organisational and time management skills, with ability to prioritise workload effectively. Experience of maintaining accurate records, preparing reports, and supporting financial processes. Excellent written and verbal communication skills. Competent IT skills, including MS Office (Word, Excel, Outlook) and database management. Experience of supporting meetings and events. Understanding of confidentiality, data protection, and safeguarding principles. Awareness of and commitment to equality, diversity, and inclusion. Other Attributes Reliable, flexible, and able to work as part of a team. Strong attention to detail. Positive attitude and a commitment to community values. Ability to work to deadlines and under pressure. The post holder will promote fair and equal treatment of project participants, employees, volunteers, and members of the public throughout the course of performing all duties contained within this job description. Because of the nature of the work, a DBS check is required. Applicants must disclose any convictions, bind-overs, or cautions. The post is exempt from Section 4(2) of the Rehabilitation of Offenders Act 1974 (Exemptions) (Amendments) Order 1986. Failure to disclose relevant information may result in dismissal or disciplinary action.
Mar 17, 2026
Full time
Bangladesh Youth League (BYL) / Centre for Youth and Community Development (CYCD) JOB DESCRIPTION JOB TITLE: Project Administrator RESPONSIBLE TO: Project Co-ordinator - Ami Sylheti Bangali Project PURPOSE OF POST: To provide administrative, clerical, and logistical support to ensure the smooth delivery of the Ami Sylheti Bangali Project , maintaining accurate records, assisting with financial processes, and supporting staff, volunteers, and participants. Hours per week: 15 hours per week Salary: £9,712 - £10,003 Annual Leave: 12 days per year plus public holidays (pro rata) Length of Contract: 24 months A Disclosure & Barring Service (DBS) check is required for this post. Principal Responsibilities Provide administrative and clerical support to the Project Co-ordinator and wider project team to ensure smooth running of the Ami Sylheti Bangali Project . Manage project correspondence, including responding to emails, phone calls, and general enquiries from participants, partners, and the public. Maintain accurate and up-to-date project records, databases, and filing systems (digital and paper-based), ensuring data protection and confidentiality compliance. Support financial administration, including processing invoices, purchase orders, petty cash claims, and maintaining expenditure logs in line with BYL financial procedures. Assist in the preparation of reports, meeting papers, presentations, and publicity materials for internal and external audiences. Provide logistical support for meetings, workshops, training sessions, and events - including booking venues, catering, equipment, and participant travel. Record attendance registers, collate monitoring information, and support data collection for evaluation and funder reporting. Support the recruitment, induction, and communication of volunteers and participants, maintaining contact lists and ensuring regular updates are shared. Assist in promoting project activities through newsletters, social media, and community networks under the direction of the Project Co-ordinator. Ensure that all activities are carried out in accordance with Bangladesh Youth League's Policies and Procedures, including Health & Safety, Safeguarding, and Equality, Diversity & Inclusion. Person Specification Education & Qualifications GCSEs A-C in English and Maths (or equivalent). Business Administration qualification or relevant experience desirable. Skills & Experience Experience in an administrative or project support role, preferably in the voluntary/community sector. Strong organisational and time management skills, with ability to prioritise workload effectively. Experience of maintaining accurate records, preparing reports, and supporting financial processes. Excellent written and verbal communication skills. Competent IT skills, including MS Office (Word, Excel, Outlook) and database management. Experience of supporting meetings and events. Understanding of confidentiality, data protection, and safeguarding principles. Awareness of and commitment to equality, diversity, and inclusion. Other Attributes Reliable, flexible, and able to work as part of a team. Strong attention to detail. Positive attitude and a commitment to community values. Ability to work to deadlines and under pressure. The post holder will promote fair and equal treatment of project participants, employees, volunteers, and members of the public throughout the course of performing all duties contained within this job description. Because of the nature of the work, a DBS check is required. Applicants must disclose any convictions, bind-overs, or cautions. The post is exempt from Section 4(2) of the Rehabilitation of Offenders Act 1974 (Exemptions) (Amendments) Order 1986. Failure to disclose relevant information may result in dismissal or disciplinary action.
Our client, a well established but expanding wealth management employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team. Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts accross a range of pensions, group risk, group healthcare, flexible benefits etc. You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries. Candidates need to come from an employee benefits background and have experience in administering Corporate pensions or Group Healthcare or Group Risk schemes including GPP's, Group Private Medical insurance, Group Risk and flexible benefit schemes. Candidates will ideally hold professional qualifications although this is not essential. You will have excellent communication skills and ideally experience of dealing with a range of SME and Corporate clients. In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package and scope for hybrid working.
Mar 17, 2026
Full time
Our client, a well established but expanding wealth management employee benefits consultancy, is currently looking to recruit an experienced Employee Benefits Administrator into their team. Candidates will be responsible for providing administration and general support to an Employee Benefits Consultant in the day to day running of client accounts accross a range of pensions, group risk, group healthcare, flexible benefits etc. You will co-ordinate and undertake all administration in relation to the schemes including updating member data, renewals, claims data, communication materials and other associated queries. Candidates need to come from an employee benefits background and have experience in administering Corporate pensions or Group Healthcare or Group Risk schemes including GPP's, Group Private Medical insurance, Group Risk and flexible benefit schemes. Candidates will ideally hold professional qualifications although this is not essential. You will have excellent communication skills and ideally experience of dealing with a range of SME and Corporate clients. In return our client is looking to offer a competitive basic salary depending on experience as well as an excellent company benefits package and scope for hybrid working.
North Oak Recruitment Ltd
Leicester, Leicestershire
IFA Technical Administrator South Leics (our ref AL1380) - Office based role Salary to £30,000 dep on exp excellent benefits inc parking This is a full-time position, 37.5 hours per week, 9 am - 5 pm, (30 minutes unpaid lunch break), Monday to Friday. My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years' experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount. The Role: Letter of Authority administration and processes. Making of appointment packs/General administrative duties where required. Valuations. Telephoning providers. Letter writing/Photocopying Prepare cash flow modelling (information gathering and understanding) Prepare portfolio comparison analytics Action fund switches & carry out attitude to risk questionnaires Booking then preparing new and existing client appointment packs Adviser diary management Regular engagement with clients and providers via telephone, email and letter Produce 'no action' and fund switch suitability letters Maintain clear and compliant records Attend departmental meetings and training Process new business applications Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly. Death claims - informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner. Keep up to date with all relevant product, legislative and technical changes, as required. Ideal skills/experience: Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector. Thrives in a fast paced and accurate data input environment. Understanding of regulations/compliance (advantageous). A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo). Excellent customer facing interactions, good administration skills/phone manner and IT skills Well-presented. Self-motivated and organised, with a good work ethic. Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision. Able to stay focused on tasks, despite distractions and interruptions. Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process. Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Mar 17, 2026
Full time
IFA Technical Administrator South Leics (our ref AL1380) - Office based role Salary to £30,000 dep on exp excellent benefits inc parking This is a full-time position, 37.5 hours per week, 9 am - 5 pm, (30 minutes unpaid lunch break), Monday to Friday. My client is a very well-established IFA, who provide wealth management advice to both private and corporate clients. They now have an exciting new opportunity for an individual who has at least 2 years' experience within financial services, to join their IFA administration support team. Experience in Financial Services is essential, with enthusiasm and commitment in delivering a first-class service, to both clients and colleagues, being paramount. The Role: Letter of Authority administration and processes. Making of appointment packs/General administrative duties where required. Valuations. Telephoning providers. Letter writing/Photocopying Prepare cash flow modelling (information gathering and understanding) Prepare portfolio comparison analytics Action fund switches & carry out attitude to risk questionnaires Booking then preparing new and existing client appointment packs Adviser diary management Regular engagement with clients and providers via telephone, email and letter Produce 'no action' and fund switch suitability letters Maintain clear and compliant records Attend departmental meetings and training Process new business applications Liaising with providers to ensure new business is completed in a timely manner, identifying/resolving any issues/queries, and updating client/adviser accordingly. Death claims - informing relevant companies, obtaining correct documentation to complete a death claim. Liaising with family members in an empathising manner. Keep up to date with all relevant product, legislative and technical changes, as required. Ideal skills/experience: Previous experience in an Administration role (minimum of 5 years), with 2 of those years being within the Financial Services sector. Thrives in a fast paced and accurate data input environment. Understanding of regulations/compliance (advantageous). A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g.,back-office system (Xplan/Curo). Excellent customer facing interactions, good administration skills/phone manner and IT skills Well-presented. Self-motivated and organised, with a good work ethic. Will take personal responsibility for the quality and timeliness of work and can achieve results with minimal supervision. Able to stay focused on tasks, despite distractions and interruptions. Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process. Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change. If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
